• We are looking for individuals to support a large client of ours in the financial investment industry, specifically within their Retail Asset Management department.* There are different work types that individuals will be doing depending on the time of the year but will be mainly processing client transactions.
• CORE Processing - address/profile updates, various agreements needing to be uploaded, R+D calculations they need to process
• COMPLEX Processing - financial beneficiary movement, setting up new accounts, working with complex asset allocations Regardless of the type of work, individuals will be discerning a lot of written information so need to be comfortable reading a lot of documents. There will be small phone work as well (only about 10% of the time)
• Will be navigating a lot of systems throughout the day.
• Will have clients that have 200-300 accounts that they are processing the right things for.
• Will be processing everything that is coming from phone, web and paper.
• Reviewing paperwork emails, phone transcriptions. Additional Responsibilities:
• Reviews transaction requests and authorizations. Processes transactions. Responsible for timely and accurate reconciliation of transactions. Maintains department processing standards in productivity and quality.
• Responsible for tracking responses to client inquiries in order to inform the development of guides that enable to swift resolution of recurring issues.
• Performs duties as assigned to improve business processes, the timing and quality of client transactions, and the level of support available.
• Works to learn and understand business processes and service requirements
• May communicate either verbally or in writing with clients Skills & Qualifications:
• Ability to navigate Excel (intermediate level)
• Strong computer skills
• Proficient Math and Reading skills
• Strong Analytical Abilities
• Strong Customer Service Skills
• Strong administrative skills Logistics:
• Hours of Operation: Mon-Fri 8am 4:45pm OT offered!
• Location: Colorado Springs, onsite
• Duration of Assignment: contract to hire
• Pay: $19.50/hr Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. This temporary role may be eligible for the following:
• Medical, dental & vision
• 401(k)/Roth
• Insurance (Basic/Supplemental Life &
• AD&D)
• Short and long-term disability
• Health and Dependent Care Spending Accounts (HAS * & DCFSA)
• Transportation benefits
• Employee Assistance Program
• Time off/Leave (PTO, Vacation, or Sick Leave)
  
  

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, were dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients capabilities by seeking solvers and delivering solutions to address todays workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit [AstonCarter.com.]((link removed)) Aston Carter is a company within Allegis Group, a global leader in talent solutions. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email [astoncarteraccommodation@astoncarter.com](mailto:%20astoncarteraccommodation@astoncarter.com) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.